Create a global role

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Roles.

  3. Click Create at the upper-right corner of the global role list and select Create global role.

  4. Configure the following details accordingly:

    • Name: Enter the role name.

    • Description: Enter the role description.

    • Seat type: Click the dropdown and select the seat type.

    • Select permissions: Select the permissions you want to assign to the role.

  5. Click Create role at the upper-right of the page.

Select permissions in the “Create global role” page to create a global role.

Edit a role

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Roles.

  3. Click Global, Site, or Group at the top of the page.

  4. Click the role.

  5. Edit the role details accordingly:

    • Name: Hover over the role name and click . Enter the new name, then press Enter.

    • Description: Hover over the role description and click . Enter the new description, then press Enter.

    • Permissions: Click Permissions tab at the top of the page, then check or uncheck the permissions. Then, click Save on the lower-right of the page.

Edit a role to update role details.

Set default global roles

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Roles.

  3. Click on the upper-right of the page and select Set default global roles.

  4. In the pop-up window, select the default global role for each seat type. The Roles page with the “Default global roles for seat types” pop-up window open.

  5. Click Confirm.

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